June 2nd 2010 Webinar

Information on Locations and to REGISTER CLICK HERE

Webinar:  June 2, 2010      11:00-12:00 MST
Presenters-Otis Baskin and Dan Potter

No longer do family businesses have to look at transition as a simple “sell or don’t sell” proposition.
 
If a family business is to endure and provide the maximum potential opportunity for future generations, planning to provide adequate liquidity for shareholders and capital for the business is crucial.
 
Otis Baskin, Associate with the Family Business Consulting Group, and Dan Potter , Director of Family Wealth Planning for Grant Thornton, will guide a workshop and presentation on how to anticipate and manage capital liquidity needs in your business while showing the family how they can be a part of decision-making.
 
THEY WILL PRESENT:
 
• Tools to manage business capital and shareholder liquidity needs
• The concept of the “family effect” and how to maximize it
• How to manage succession AND continuity
• Up-to-date financial solutions for providing liquidity and capital to the family business from a generation to generation point of view
 
Otis and Dan will also share case examples from their individual practice and perspectives.

 About the presenters:

Otis W. Baskin, Ph.D

An associate of The Family Business Consulting Group, Inc., Otis Baskin brings extensive international experience to his focus on management and governance/decision-making issues in family businesses.
 
He has worked with family-owned businesses in the United States, Europe, Asia and Latin America over the past 16 years. Dr. Baskin has spoken on various topics to many organizations including the Family Firm Institute (U.S.), the Family Business Network (Europe), The Conference Board (Mexico) and The World Knowledge Forum (Korea). His primary expertise is in helping business-owning families develop plans for leadership succession, development of next generation leaders, and family/ownership structures/decision processes. He was the founding director of the Family Business Forum at The University of Memphis.
 
Dr. Baskin is professor of management at The George L. Graziadio School of Business and Management at Pepperdine University, where he served as dean from 1995 to 2001. His academic career spans more than 25 years, including positions as dean of the Fogelman College of Business and Economics at The University of Memphis; director of the School of Management at Arizona State University, West Campus; coordinator of the management faculty at the University of Houston – Clear Lake; visiting scholar in Family Business at Oxford University, England, and visiting professor for Family Business at ITESM (Monterrey Tech), Mexico.
 
Dr. Baskin’s scholarly achievements include seven books, in addition to numerous academic articles and published papers in the areas of organizational communication and family business. His latest book is Effective Leadership in the Family Business, coauthored with Craig Aronoff. He serves on several boards including the board of directors of EMRISE Corp., the board of directors of the California Coast World Affairs Council, and the editorial review board of the Family Business Review. He was awarded the Certificate of Director Education by the National Association of Corporate Directors in 2007. Otis and his wife, Maryan, reside in Malibu, California.

Dr. Baskin may be reached at baskin@efamilybusiness.com

Otis Baskin

 


Dan Potter


Dan is the director and the leader of Grant Thornton's family wealth planning (FWP) services practice in the Midwest region within the United States.  This practice (FWP) provides tax advice to business owners, entrepreneurs, executives, and high net worth families.  The FWP practice provides services in the areas of income tax planning, tax compliance, personal financial planning, and retirement and estate planning. 
 
For the four and a half years prior to joining Grant Thornton, Dan served as the director of corporate tax and risk management for a large privately held commercial printer.  This unique opportunity allowed him to develop extensive experience in a variety of areas including:  federal and state tax audit and defense; federal corporate (Subchapters S and C) and partnership income taxation; state income, sales, use, and property taxation; state tax credits and incentives; and general liability, worker's compensation and property insurance. 



Dan Potter